Allodium Investment Consultants

Allodium Investment Consultants as of June 30, 2026

Portfolio Holdings for Allodium Investment Consultants

Allodium Investment Consultants holds 57 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Equi Mark Etf (DFUS) 11.9 $28M 341k 81.94
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 10.4 $25M 595k 41.25
Dimensional Etf Trust Us Small Cap Etf (DFAS) 9.5 $22M 271k 82.34
American Centy Etf Tr Avantis Core Fi (AVIG) 6.7 $16M 383k 41.41
Vanguard Index Fds Real Estate Etf (VNQ) 6.3 $15M 154k 96.43
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE) 4.9 $12M 289k 40.21
Dimensional Etf Trust Intl Small Cap E (DFIS) 4.6 $11M 309k 35.03
Dimensional Etf Trust International (DFSI) 3.9 $9.1M 202k 45.10
Ishares Tr Core S&p500 Etf (IVV) 3.8 $8.9M 12k 748.89
Nushares Etf Tr Nuveen Esg Smlcp (NUSC) 2.9 $6.8M 130k 52.12
Dimensional Etf Trust Us Sustainabilty (DFSU) 2.8 $6.6M 143k 46.63
Dimensional Etf Trust Global Sustaina (DFSB) 2.4 $5.8M 111k 52.11
Nushares Etf Tr Nuveen Esg Intl (NUDM) 2.0 $4.8M 120k 40.02
American Centy Etf Tr Avantis Shfxdinc (AVSF) 2.0 $4.6M 100k 46.57
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 1.9 $4.4M 62k 71.25
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 1.8 $4.2M 84k 50.58
Dimensional Etf Trust Emer Mark Su Etf (DFSE) 1.6 $3.8M 77k 48.88
American Centy Etf Tr Avan Us Smal Etf (AVSC) 1.5 $3.6M 49k 73.34
Nushares Etf Tr Nuveen Esg Emrgn (NUEM) 1.5 $3.4M 81k 42.44
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 1.4 $3.3M 45k 73.41
Ishares Tr Russell 2000 Etf (IWM) 1.4 $3.3M 11k 300.45
Manager Directed Portfolios Vert Glb Sust Re (VGSR) 1.2 $2.9M 258k 11.38
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $2.9M 37k 77.91
Impax Funds Series Trust I Glob Sus Inf Etf (BLDX) 1.2 $2.9M 112k 26.06
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $2.4M 50k 48.43
Ishares Tr Esg Msci Kld Etf (DSI) 1.0 $2.3M 17k 142.39
Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $2.1M 17k 124.17
Proshares Tr DJ BRKFLD GLB (TOLZ) 0.9 $2.0M 34k 59.27
Global X Fds Us Infr Dev Etf (PAVE) 0.7 $1.6M 27k 58.92
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $1.5M 16k 96.49
Vanguard Wellington Short Trm Tax Ex (VTES) 0.6 $1.5M 14k 101.31
American Centy Etf Tr Intl Eqt Etf (AVDE) 0.5 $1.1M 12k 89.20
Dimensional Etf Trust Us Cor Equ 1 Etf (DCOR) 0.4 $975k 12k 81.98
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.4 $957k 19k 51.69
Vanguard Index Fds Small Cp Etf (VB) 0.4 $874k 2.9k 303.07
Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) 0.4 $859k 13k 65.73
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.3 $788k 1.1k 746.77
Ishares Tr Esg Aware Msci (ESML) 0.3 $735k 13k 55.93
Dimensional Etf Trust Core Fixe In Etf (DFCF) 0.2 $494k 12k 42.21
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $467k 5.8k 80.57
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $462k 1.2k 393.98
Ishares Tr National Mun Etf (MUB) 0.2 $416k 3.9k 107.62
American Centy Etf Tr Intl Smcp Vlu (AVDV) 0.2 $394k 3.8k 103.05
Ishares Tr Esg Optimized (SUSA) 0.2 $384k 2.5k 154.29
Kla Corp Com New (KLAC) 0.2 $374k 1.2k 301.71
Vanguard Index Fds Large Cap Etf (VV) 0.2 $369k 1.1k 344.04
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $342k 498.00 687.13
Spdr Series Trust ST STR SP600SM C (SLYV) 0.1 $317k 2.9k 109.12
First Tr Exchange-traded Com Shs Annual (FDM) 0.1 $317k 3.4k 93.11
Dimensional Etf Trust Us Real Esta Etf (DFAR) 0.1 $314k 12k 26.16
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $303k 2.0k 148.33
Apple (AAPL) 0.1 $271k 936.00 289.36
Ishares Tr Msci Eafe Etf (EFA) 0.1 $250k 2.4k 103.88
Ishares Tr S&P SML 600 GWT (IJT) 0.1 $246k 1.4k 178.59
Dfa Invt Dimensions Group In U.s. Mic Cap Shs (DFMC) 0.1 $225k 3.7k 61.08
Alphabet Cap Stk Cl C (GOOG) 0.1 $219k 619.00 353.33
American Centy Etf Tr Us Eqt Etf (AVUS) 0.1 $201k 1.6k 128.09